MassMutual Private Wealth & Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-6,783	Closed	-$52.3K	–	967
2017 Q3	$52.3K	Buy	6,783 +6,275	+1,235%	+$47.8K	﹤0.01%	510
2017 Q2	$3.99K	Buy	508 +251	+98%	+$1.86K	﹤0.01%	852
2017 Q1	$1.86K	Hold	257	–	–	﹤0.01%	882
2016 Q4	$1.96K	Buy	+257	New	+$1.87K	﹤0.01%	587
2016 Q2	$1.47K	Sell	257 -728	-74%	-$4.45K	﹤0.01%	646
2016 Q1	$5.92K	Buy	+985	New	+$6.14K	﹤0.01%	612

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMFG Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2017, closing a stake of 6,783 shares — an estimated $52.3K sold.

MassMutual Private Wealth & Trust first reported a position in SMFG in Q1 2016 and held it in 6 quarters. The position peaked at $52.3K in Q3 2017. 228 funds tracked by Wall St. Rank hold SMFG as of Q4 2017.

MassMutual Private Wealth & Trust reported no remaining Sumitomo Mitsui Financial position as of Q4 2017 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 6,783 Sumitomo Mitsui Financial shares in Q4 2017, an estimated $52.3K.
MassMutual Private Wealth & Trust first reported a position in Sumitomo Mitsui Financial in Q1 2016 and held it in 6 quarters.
MassMutual Private Wealth & Trust's Sumitomo Mitsui Financial position peaked at $52.3K in Q3 2017.
228 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.